May core information review: the price increase letters from the original factory continue, and the epidemic affects the supply chain

Date：2021-06-04 11:16:00Views：1763

In the past may, the epidemic situation in many parts of the world rebounded, and the rise in commodity prices continued,IC industry chain is no surprise, shortage and price rise is still the main theme. Let's sort out the hot spots in the industry in the past month.

The price rise and delivery period are lengthened, and the original factory still sends letters

May,The pace of price increase of IC original factories has not stopped. The original factories with price increase in this month are listed as follows:

ADI：The previous outflow price increase letter shows that sinceFrom May 16, the price of some old process products of ADI began to rise by about 25%. Meanwhile, ADI changed the non unsubscribable window period to 90 days.

ST：On May 17, St announced a price increase for the whole line of products, which will take effect on June 1, 2021.

Ansenmey:It was pointed out in the letter on May 14 that the price of some product lines will be increased when necessary, and the new price will take effect on July 10; The non unsubscribable window period for all products is extended to 120 days, effective from June 15, 2021.

Jingfeng Mingyuan:On May 24, Jingfeng Mingyuan, a domestic LED driven IC leader, issued a price adjustment letter, indicating that the prices of undelivered orders and new orders were increased due to upstream materials, OEM and packaging. The new prices will be implemented from the date of sending the letter.

Toshiba:On May 12, Toshiba announced that it would raise the price of some products affected by the increase of upstream costs from June 1, 2021.

Maxim:On May 20, Meixin sent a letter indicating the current situation of lengthening delivery time and estimated that the tight production capacity is expected to continue until the end of 2022.

Nordic：On May 12, Nordic, a Bluetooth chip giant, issued a letter announcing that the general delivery date of new orders for products with 0.18um process and 55nm process was extended to 52 weeks.

Guoju:On May 31, the price of chip resistor and tantalum capacitor increased by about 10% on average, and MLCC increased by about 1% to 3%. The new price will officially take effect on June 1.

These are the main events in MayThe trend of sending letters from the original IC factory is mainly price increase, followed by measures such as lengthening the delivery time and shortening the order cancellation window. Many of the original factories sent letters this month have not adjusted their prices for the first time this year. For example, St, Jingfeng Mingyuan and other factories have increased their prices several times this year. Based on the dynamics of the original factory and the status of the upstream industrial chain, it can be seen that the current wave of chip market is far from stopping.

There are many epidemic areas"Breaking defense" affects the whole IC industry chain

In May, COVID-19 springback in India, Malaysia, Vietnam, Taiwan and other places. Every day, new cases jumped through the whole month.The IC industry, and even the electronic industry as a whole, have a great impact.

The surge of the epidemic in India first hit the local mobile phone industry. Foxconn, Wistron and other foundries were infiltrated by the epidemic, affecting the production process. On the demand side, India is currently the world's second-largest mobile phone market, but the epidemic has affected sales, leading to a number of mobile phone manufacturers to revise the expected mobile phone shipments this year. At the same time, Vietnam is also under the epidemic"Breaking the defense", local electronic enterprises are affected, affecting panel manufacturing, mobile phone manufacturing, IC sealing and testing and other industries as well as Apple's supply chain.

Compared with the above two places, Malaysia and TaiwanThe IC industry is more relevant. Among them, Malaysia gathers chip manufacturing, packaging and testing industry and passive component capacity. In order to control the epidemic, Malaysia has "locked the country" since mid May, which mainly affects the transportation of raw materials and finished products of local IC production lines, which may reduce the global IC supply.

According to the latest Taiwan media reports, it has been made clear that the passive components in Malaysia have been affected, and the production lines of various factories are required to operate at a low level of manpower, many of themOrders for MLCC and tantalum capacitors are expected to turn to Taiwan Guoju and other factories. As for IC manufacturing and packaging test, due to its high level of automation, the expected impact is not as large as that of passive components.

The situation in Taiwan is also urgent. The local vaccination rate is low. At present, it has been used in important industries such as TSMC, micron, sun and moonlightThe cases found in the factory area of IC enterprises are enough to arouse the vigilance of people in the IC circle. In May, Taiwan's major IC enterprises and electronic manufacturing enterprises have taken measures to restrict access and telecommuting. If TSMC, liandian and other manufacturers stop due to the epidemic, it will not only be unbearable for themselves, but also a devastating blow to the global IC industry.

"Long and short materials" and repeated orders reflect the chaos of the supply chain

More than half a yearIC shortage, coupled with the recent rebound in the epidemic situation in several major electronic industries, has caused some confusion in the supply chain. The problems of "long and short materials" and repeated orders are quite representative. Such phenomena may lead to the market misestimating future demand, thus laying the groundwork for the reversal of supply and demand.

here"Long and short materials" refers to the uneven supply of various parts of electronic products, which affects the normal delivery rhythm. At present, this problem is more obvious in the mobile phone industry. Among the chips of various processes, SOC and baseband based on advanced processes are relatively abundant, and the supply of screen driver IC, power management IC and analog IC based on mature processes is in short supply. The uneven supply of the two types of chips will limit the shipment of mobile phones. According to recent reports, Xiaomi, oppo, vivo and other manufacturers have cut orders, "long and short materials" is one of the main reasons, and other factors such as the interference of the epidemic in India and the lower than expected demand for mobile phones.

Repeated orders are reflected inPC industry. At the end of May, Taiwan media reported that HP placed orders directly with Taiwan's supply chain enterprises without a OEM, involving power management IC, drive IC and various peripheral ICs. The original orders of the OEM were not cancelled because HP robbed the materials in person. Therefore, the materials obtained by HP itself and the OEM may exceed the actual demand.

The analysis points out that HP's rush for materials should be to make Dell and other competitors unavailable, but repeated orders will certainly make the supply chain overestimate demand. Under the tight market conditions, the repeated orders of the supply chain should be far more than this. If this phenomenon is too much, it will inevitably lead to the market's misestimation of demand and it is difficult to grasp the turning point of the market.

Other industry hotspots

Shenzhen SEG building:On May 18, some tenants reported that Shenzhen Huaqiang North SEG building shook; On the 20th, the access of all owners, merchants and tenants of SEG building was suspended. According to the latest news, SEG building has carried out excitation test and other tests since June 1.

Shin-Etsu ChemicalKrF photoresist shortage：It was reported in late May that Xinyue chemicalKrF photoresist production capacity is insufficient, which affects local wafer foundries such as SMIC and Huahong. At present, the local OEM is accelerating the introduction of domestic photoresist.

Wafer foundry and packaging testQ3 rise again:In late May, it was reported that liandian, SMIC, lattice core and other OEM factories planned to raise prices again in the third quarter, which is expected to be higher than that in the first half of the year. In the same period, the price increase was also reported from the sealed test of large factories. The discount was cancelled in the third quarter and the price should be increased again5% to 10%.

Guoju and Hon Hai set up guohan semiconductor:On May 5, Hon Hai and Guoju announced the joint establishment of guohan semiconductor, initially locking "small IC" devices such as power semiconductors and analog IC components less than US $2.

Tesla or buy wanghong6 inch factory:Recent reports indicate that Tesla may buy wanghong for sale6 inch factory. The analysis points out that Tesla's move is to independently solve the IC supply problem.

AppleMass production of 5nm A15 chip:The report pointed out that TSMC has begun mass production of applesA15 chip, based on the second generation 5 nm process (n5p). According to this progress, there is little suspense about the release of the new iPhone in September this year.

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